Independent Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Independent Financial Group’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Hold	5,931	–	–	0.01%	1246
2026 Q1	$299K	Buy	5,931 +330	+6%	+$16.7K	0.01%	1160
2025 Q4	$284K	Buy	5,601 +86	+2%	+$4.36K	0.01%	1177
2025 Q3	$280K	Sell	5,515 -252	-4%	-$12.8K	0.01%	1123
2025 Q2	$292K	Buy	5,767 +556	+11%	+$27.9K	0.01%	1045
2025 Q1	$262K	Sell	5,211 -450	-8%	-$22.5K	0.01%	987
2024 Q4	$282K	Sell	5,661 -300	-5%	-$15K	0.01%	924
2024 Q3	$301K	Buy	5,961 +650	+12%	+$32.4K	0.01%	883
2024 Q2	$262K	Hold	5,311	–	–	0.01%	893
2024 Q1	$261K	Sell	5,311 -112	-2%	-$5.5K	0.01%	845
2023 Q4	$267K	Buy	5,423 +605	+13%	+$29.2K	0.01%	770
2023 Q3	$231K	Buy	4,818 +159	+3%	+$7.65K	0.02%	776
2023 Q2	$225K	Buy	+4,659	New	+$225K	0.02%	778

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's SLQD Position: Q2 2026 in Review

Independent Financial Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 5,931 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1246.

Independent Financial Group first reported a position in SLQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $301K in Q3 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Independent Financial Group held 5,931 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $299K as of Q2 2026.
Independent Financial Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1246 holding.
Independent Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $301K in Q3 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.